How big is Eastern Shawnee Tribe's plan?

Eastern Shawnee Tribe's plan reported $8.5M in assets and 725 participants for 2024.

Original filing (PDF)20251006094530NAL0001763987003

Eastern Shawnee Tribe

Name: Eastern Shawnee Tribe — Eastern Shawnee Tribe 401(k), Form 5500 (2024)
Creator: Eastern Shawnee Tribe
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Eastern Shawnee Tribe 401(k) Plan

401(k) retirement plan · Eastern Shawnee Tribe's Eastern Shawnee Tribe 401(k) Plan held $8.5M in plan assets for 725 participants in 2024, with Transamerica as recordkeeper.

Signals · 2

41% in single holding~85 bps in Sched C fees

Active participants

725

Accounts w/ balance

401

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

People on this filing

Amanda Wallace signed Eastern Shawnee Tribe's 2024 Form 5500 as plan administrator.

Amanda Wallace — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Eastern Shawnee Tribe's EIN is 73-1024490.

EIN 73-1024490

Plan number 001

Plan year 2024

ACK ID 20251006094530NAL0001763987003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Eastern Shawnee Tribe from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Eastern Shawnee Tribe's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EASTERN SHAWNEE TRIBE.

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Plan sponsor

Name

EASTERN SHAWNEE TRIBE

EIN

all filings

Address

10080 S. BLUEJACKET RD. · WYANDOTTE, OK · 74370

Phone

(918) 666-5151

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2S · Automatic enrollment

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$72K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA INVESTMENT SERVICES, LLC	74-2794194	—	INVESTMENT BROKER	$0	—

Investments

27 direct securities· $8.4M(99% of reported assets)

Mutual Funds

$4.9M

5 holdings

Common Collective Trusts

$1.3M

7 holdings

Stable Value

$1.1M

1 holding

Other securities

$1.1M

14 holdings

					% of plan
Vanguard LifeStrategy Growth Fund	Mutual Funds	—	—	$3.5M	40.9%
Transamerica Life Insurance Company Stable Value Core Option	Stable Value	—	—	$1.1M	12.9%
Vanguard LifeStrategy Moderate Growth Fund	Mutual Funds	—	—	$711K	8.4%
Vanguard LifeStrategy Conservative Growth Fund	Mutual Funds	—	—	$481K	5.7%
Vanguard 500 Index Fund	Common Collective Trusts	—	—	$372K	4.4%
Vanguard Interm-Term Bond Index Fund	Common Collective Trusts	—	—	$338K	4.0%
Transamerica International Equity Fund	Other securities	—	—	$190K	2.2%
Vanguard Developed Markets Index Fund	Common Collective Trusts	—	—	$181K	2.1%
Goldman Sachs Large Cap Growth Insights Fund	Other securities	—	—	$155K	1.8%
Vanguard LifeStrategy Income Fund	Mutual Funds	—	—	$147K	1.7%
Vanguard Value Index Fund	Common Collective Trusts	—	—	$137K	1.6%
JPMorgan Large Cap Growth Fund	Other securities	—	—	$134K	1.6%
Putnam Large Cap Value Fund	Mutual Funds	—	—	$126K	1.5%
BlackRock LifePath Index 2030 Fund	Other securities	—	—	$121K	1.4%
BlackRock LifePath Index 2050 Fund	Other securities	—	—	$112K	1.3%
Vanguard Small Cap Growth Index Fund	Common Collective Trusts	—	—	$111K	1.3%
BlackRock LifePath Index 2060 Fund	Other securities	—	—	$103K	1.2%
Vanguard Mid Cap Index Fund	Common Collective Trusts	—	—	$96K	1.1%
Schwab Small Cap Index Fund	Common Collective Trusts	—	—	$66K	0.8%
American Century Mid Cap Value Fund	Other securities	—	—	$63K	0.7%
PGIM Jennison Mid Cap Growth Fund	Other securities	—	—	$59K	0.7%
Transamerica High Yield Bond Fund	Other securities	—	—	$54K	0.6%
BlackRock LifePath Index 2040 Fund	Other securities	—	—	$32K	0.4%
BlackRock LifePath Index 2055 Fund	Other securities	—	—	$29K	0.3%
BlackRock LifePath Index 2045 Fund	Other securities	—	—	$16K	0.2%
BlackRock LifePath Index 2065 Fund	Other securities	—	—	$16K	0.2%
BlackRock Health Sciences Opportunities Fund	Other securities	—	—	$2K	<0.1%